The goal of the Investment function is to craft tailored investment solutions that align with our clients' goals, restrictions and values. Our Investment Advisors work closely with our clients to build rapport and help uncover their "Why". From this discovery process, we develop a personalized financial plan that addresses the full spectrum of our client's wealth-related concerns and objectives.​Our Investment Advisors work in close partnership with the AMG Investment Office to incorporate PNC's best thinking into client-centric, tailored investment portfolios. Additionally our Investment Advisors offer our clients a broad range of services and solutions to help our clients achieve their long-term financial goals. Our focus is on providing expert advice, identifying solutions that bring value to our clients and achieving successful financial outcomes.

SS&C Retirement Solutions leverages 30 years of leadership in delivering innovative, technology-powered solutions and services exclusively to the financial services industries. Our capabilities span and connect the entire retirement ecosystem end-to-end, serving plan providers, sponsors, advisors, participants, asset managers, and insurance companies.• Plan health analytics for actionable insights into KPIs• A Personalized Financial Wellness Center for highly customized education• An Advisor Workstation, which empowers advisors with multi-source data aggregation• Custom communications, tools, and resources that enable a consistent, personalized brand experience

Own, develop and execute strategies in support of financial wellness client experience for workplace retirement services and retail business lines. Key business partner implementing new client offerings, participant experience and wealth management relationship model. Leader of 75+ professionals and managing directors responsible for servicing clients and delivery of financial wellness experience.

Led strategy, risk management, and sales enablement for retail and retirement services business channels. Developed internal communications and business strategies focused on cross-functional clients to increase new sales and client acquisition. Program management leader for mission critical projects across business lines.